Starbucks Corp
SBUX- Exchange
- Nasdaq
- Industry
- Retail-Eating & Drinking Places
- SEC CIK
- 0000829224
In the last 90 days, Starbucks Corp insiders filed 0 open-market purchases and 3 sales; 2,405 institutions reported holding it in 13F filings for Q2 2026, worth $99.6B in total; superinvestors Markel Group and Semper Augustus hold it.
13F holders, Q4 2023
Institutional positions in Starbucks Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,464
- +198 vs. Q3 2023
- Shares held
- 818.8M
- +13.2M (+1.6%) vs. Q3 2023
- Total value
- $78.5B
- +$4.93B (+6.7%) vs. Q3 2023
- New holders
- 307
- 972 more added
- Sold out
- 109
- 943 more reduced
42 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SBUX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,405 | $99.6B |
| Q1 2026 | 2,351 | $85.5B |
| Q4 2025 | 2,330 | $80.0B |
| Q3 2025 | 2,267 | $77.8B |
| Q2 2025 | 2,344 | $87.3B |
| Q1 2025 | 2,405 | $90.4B |
| Q4 2024 | 2,408 | $80.6B |
| Q3 2024 | 2,339 | $85.0B |
| Q2 2024 | 2,260 | $65.8B |
| Q1 2024 | 2,447 | $74.8B |
| Q4 2023 | 2,464 | $78.5B |
| Q3 2023 | 2,308 | $73.8B |
| Q2 2023 | 2,354 | $81.1B |
| Q1 2023 | 2,375 | $84.2B |
| Q4 2022 | 2,337 | $81.6B |
| Q3 2022 | 2,166 | $68.3B |
| Q2 2022 | 2,145 | $60.2B |
| Q1 2022 | 2,277 | $71.4B |
| Q4 2021 | 2,417 | $93.6B |
| Q3 2021 | 2,256 | $90.1B |
| Q2 2021 | 2,255 | $91.6B |
| Q1 2021 | 2,237 | $89.9B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Starbucks Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burney Co | 2,854 | $274.0K | 0.01% | −4−0.1% | Reduced |
| Drive Wealth Management, LLC | 2,854 | $274.0K | 0.09% | −80−2.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,856 | $274.2K | 0.06% | +643+29.1% | Added |
| JB Capital LLC | 2,857 | $274.3K | 0.02% | −37,156−92.9% | Reduced |
| Carolinas Wealth Consulting LLC | 2,862 | $274.8K | 0.06% | +133+4.9% | Added |
| Dakota Community Bank & Trust NA | 2,864 | $275.0K | 1.54% | +184+6.9% | Added |
| UMA Financial Services, Inc. | 2,956 | $275.1K | 0.06% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,868 | $275.4K | 0.09% | −14−0.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,873 | $275.9K | 0.08% | +175+6.5% | Added |
| ShankerValleau Wealth Advisors, Inc. | 2,879 | $276.4K | 0.14% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 2,882 | $276.7K | 0.06% | +468+19.4% | Added |
| Mayflower Financial Advisors, LLC | 3,218 | $276.8K | 0.04% | −132−3.9% | Reduced |
| Truepoint, Inc. | 2,885 | $277.0K | 0.01% | +2,885 | New |
| Schrum Private Wealth Management LLC | 2,891 | $277.6K | 0.39% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 2,894 | $277.9K | 0.18% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2,897 | $278.1K | 0.08% | +12+0.4% | Added |
| Sageworth Trust Co of South Dakota | 2,900 | $278.4K | 0.52% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 2,901 | $278.5K | 0.24% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,912 | $279.6K | 0.02% | +2,912 | New |
| Steele Capital Management, Inc. | 2,912 | $279.6K | 0.02% | +2,912 | New |
| Smith Shellnut Wilson LLC | 2,914 | $279.8K | 0.16% | −88−2.9% | Reduced |
| REDW Wealth LLC | 2,919 | $280.3K | 0.08% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,929 | $281.2K | 0.07% | +14+0.5% | Added |
| Colonial Trust Co | 2,932 | $281.5K | 0.06% | +69+2.4% | Added |
| Archer Investment Corp | 2,933 | $281.6K | 0.09% | −179−5.8% | Reduced |
| Private Capital Management LLC | 2,937 | $282.0K | 0.07% | +300+11.4% | Added |
| Journey Advisory Group, LLC | 2,943 | $282.6K | 0.04% | +200+7.3% | Added |
| BetterWealth, LLC | 2,947 | $282.9K | 0.10% | +21+0.7% | Added |
| Tempus Wealth Planning, LLC | 2,947 | $282.9K | 0.12% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 2,963 | $284.5K | 0.24% | +6+0.2% | Added |
| Cornerstone Advisory, LLC | 2,980 | $286.1K | 0.04% | +251+9.2% | Added |
| Private Advisory Group LLC | 2,981 | $286.2K | 0.05% | 00.0% | Unchanged |
| Carlson Capital Management | 2,993 | $287.3K | 0.01% | −83−2.7% | Reduced |
| Sage Rhino Capital LLC | 2,999 | $287.9K | 0.07% | +19+0.6% | Added |
| JFS Wealth Advisors, LLC | 3,000 | $288.0K | 0.02% | +270+9.9% | Added |
| Key Financial Inc | 3,003 | $288.3K | 0.08% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,007 | $288.7K | 0.13% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 3,008 | $288.8K | 0.29% | +3,008 | New |
| Rockline Wealth Management, LLC | 3,019 | $289.9K | 0.12% | +3,019 | New |
| S&T Bank | 3,017 | $290.0K | 0.05% | +22+0.7% | Added |
| Onefund, LLC | 3,022 | $290.1K | 0.38% | +3,022 | New |
| Axim Planning & Wealth | 3,028 | $290.7K | 0.27% | −310−9.3% | Reduced |
| FinTrust Capital Advisors, LLC | 3,032 | $291.1K | 0.06% | +189+6.6% | Added |
| Grey Street Capital, LLC | 3,046 | $292.4K | 0.14% | −574−15.9% | Reduced |
| Agate Pass Investment Management, LLC | 3,059 | $293.7K | 0.17% | −300−8.9% | Reduced |
| Lavaca Capital LLC | 3,061 | $293.9K | 0.18% | −9,775−76.2% | Reduced |
| Hills Bank & Trust Co | 3,061 | $293.9K | 0.03% | +15+0.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 3,062 | $294.0K | 0.16% | +8+0.3% | Added |
| StrongBox Wealth, LLC | 3,073 | $295.0K | 0.17% | +636+26.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,074 | $295.2K | 0.05% | +28+0.9% | Added |
| Monterey Private Wealth, Inc. | 3,081 | $295.8K | 0.13% | +2+0.1% | Added |
| Strategic Advisors LLC | 3,085 | $296.2K | 0.06% | −1,386−31.0% | Reduced |
| Waddell & Associates, LLC | 3,087 | $296.4K | 0.04% | −28−0.9% | Reduced |
| Commonwealth Financial Services, LLC | 3,092 | $296.9K | 0.07% | −148−4.6% | Reduced |
| CRA Financial Services, LLC | 3,098 | $297.4K | 0.07% | −105−3.3% | Reduced |
| David Loasby | 3,203 | $297.8K | 0.03% | −3,129−49.4% | Reduced |
| Wealthstream Advisors, Inc. | 3,103 | $297.9K | 0.12% | +3,103 | New |
| Correct Capital Wealth Management | 3,108 | $298.4K | 0.08% | +3,108 | New |
| Newbridge Financial Services Group, Inc. | 3,118 | $299.3K | 0.15% | −494−13.7% | Reduced |
| Apeiron RIA LLC | 3,129 | $300.4K | 0.09% | +382+13.9% | Added |
| SC&H Financial Advisors, Inc. | 3,141 | $301.6K | 0.09% | +5+0.2% | Added |
| Indiana Trust & Investment Management CO | 3,145 | $302.0K | 0.14% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 3,157 | $303.1K | 0.25% | −660−17.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,164 | $303.8K | 0.06% | +777+32.6% | Added |
| Rosenberg Matthew Hamilton | 3,165 | $303.9K | 0.09% | +155+5.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,171 | $304.5K | 0.08% | +3,171 | New |
| ORBA Wealth Advisors, L.L.C. | 3,185 | $305.8K | 0.18% | +3,185 | New |
| American National Bank | 3,186 | $305.9K | 0.05% | +55+1.8% | Added |
| Leavell Investment Management, Inc. | 3,184 | $306.0K | 0.02% | +75+2.4% | Added |
| Investment Partners, Ltd. | 3,193 | $306.6K | 0.15% | −277−8.0% | Reduced |
| National Philanthropic Trust | 3,198 | $307.0K | 0.01% | +3,198 | New |
| Alta Advisers Ltd | 3,200 | $307.2K | 0.16% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,207 | $307.9K | 0.07% | +5+0.2% | Added |
| Avalon Trust Co | 3,216 | $308.8K | 0.03% | +316+10.9% | Added |
| Orrstown Financial Services Inc | 3,228 | $309.9K | 0.25% | +3,228 | New |
| MQS Management LLC | 3,229 | $310.0K | 0.17% | +3,229 | New |
| Integrated Investment Consultants, LLC | 3,241 | $311.2K | 0.10% | −12−0.4% | Reduced |
| Marest Capital, LLC | 3,257 | $312.7K | 0.32% | +3,257 | New |
| Tolleson Wealth Management, Inc. | 3,257 | $313.0K | 0.06% | −3,753−53.5% | Reduced |
| Hillsdale Investment Management Inc. | 3,269 | $313.9K | 0.03% | +180+5.8% | Added |
| Virtu Financial LLC | 3,287 | $315.0K | 0.02% | −23,464−87.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,282 | $315.1K | 0.14% | +1,024+45.3% | Added |
| Horan Capital Advisors, LLC. | 3,286 | $315.5K | 0.12% | −1,111−25.3% | Reduced |
| Riverview Trust Co | 3,289 | $315.8K | 0.32% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 3,289 | $315.8K | 0.21% | −269−7.6% | Reduced |
| Copperwynd Financial, LLC | 3,299 | $316.7K | 0.13% | +20+0.6% | Added |
| Alliance Wealth Advisors, LLC | 3,312 | $318.0K | 0.21% | +425+14.7% | Added |
| Willow Creek Wealth Management Inc. | 3,313 | $318.1K | 0.04% | +8+0.2% | Added |
| Frisch Financial Group, Inc. | 3,327 | $319.0K | 0.12% | +761+29.7% | Added |
| Silverlake Wealth Management LLC | 3,327 | $319.4K | 0.18% | −302−8.3% | Reduced |
| Cladis Investment Advisory, LLC | 3,328 | $319.5K | 0.25% | 00.0% | Unchanged |
| Saturna Capital CORP | 3,333 | $320.0K | 0.00% | 00.0% | Unchanged |
| Advisor Resource Council | 3,334 | $320.1K | 0.04% | +3,334 | New |
| Oxford Asset Management LLP | 3,344 | $321.1K | 0.48% | +3,344 | New |
| Red Wave Investments LLC | 3,365 | $323.1K | 0.13% | +56+1.7% | Added |
| Sweet Financial Partners, LLC | 3,382 | $324.7K | 0.08% | +3+0.1% | Added |
| Holderness Investments Co | 3,392 | $325.7K | 0.09% | −341−9.1% | Reduced |
| Canandaigua National Bank & Trust Co | 3,401 | $326.5K | 0.05% | −327−8.8% | Reduced |
| Adirondack Trust Co | 3,458 | $328.2K | 0.14% | −123−3.4% | Reduced |
| Malaga Cove Capital, LLC | 3,418 | $328.2K | 0.14% | −7−0.2% | Reduced |